# How to Create a Checklist Template in ClickUp

> To create a checklist template in ClickUp, open a task, add checklist items, open the checklist dropdown menu via the ellipsis icon, save as a template, enter a name, choose sharing options, and click save template.

Canonical: https://livedemo.ai/tutorials/how-to-create-a-checklist-template-in-clickup/
Apps: ClickUp
Updated: 2026-10-05
Interactive demo: https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3661ab56e05a00fdaf81/preview?step=1

## Steps

1. Open a task and create checklist items under the '+ Create Checklist' section.
2. Add new checklist items.
3. Hover over 'Checklists' and click the ellipsis icon to open a dropdown menu.
4. Click 'Save as Template'.
5. Type the name of your new template.
6. Select who to share the template with.
7. Click 'Save Template'.
8. When creating a checklist, you'll be able to see and search for checklist templates from all spaces, as long as you have access to the Space where the checklist was saved.